LIGHTHOUSE CAPITAL, LLC
Boston, MA
AUM
$44.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
617-980-1183
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
512 advisers found
PANOS FINANCIAL PARTNERS, LLC
Boston, MA
AUM
$42.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-834-3259
DISCIPLINED ALPHA LLC
Boston, MA
AUM
$36.9M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
857-350-3958
DORFMAN VALUE INVESTMENTS LLC
Boston, MA
AUM
$35.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-542-8888
JADIM WEALTH MANAGEMENT, LLC
Boston, MA
AUM
$25.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
323 405-8868
LEBED ASSET MANAGEMENT LLC
Boston, MA
AUM
$24.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-722-8322
WI PARTNERS, LLC
Boston, MA
AUM
$17.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
617-310-4810
CONVERGENT CAPITAL PARTNERS, LLC
Boston, MA
AUM
$17.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(617) 418-1900
GILBERT INVESTMENT MANAGEMENT
Boston, MA
AUM
$13.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
617-645-1625
HENG REN PARTNERS
Boston, MA
AUM
$10.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
917-439-7369
INTERGENERATION CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$8.3M
Institutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
323-892-1426
FLEETSTAR FINANCIAL
Boston, MA
AUM
$1.1M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
(617) 236-1700
C. MICHAEL AMIN, LLC
Boston, MA
AUM
$881K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
857-243-8499
ADAPTIVE ADVISERS, LLC
Boston, MA
AUM
$450K
Wealth Mgmt
Team
3 employees
Clients
—
Fees
Percentage of AUM
781-728-9556
TRUVIUS
Boston, MA
AUM
$190K
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-518-5423